Gratus Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Gratus Wealth Advisors’s Portfolio DD Stock Details DD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$616K	Sell	4,540 -108	-2%	-$15.3K	0.08%	83
2026 Q1	$639K	Buy	4,648 +572	+14%	+$78.9K	0.09%	77
2025 Q4	$492K	Sell	4,076 -5,277	-56%	-$594K	0.07%	91
2025 Q3	$915K	Sell	9,353 -25	-0.3%	-$2.36K	0.13%	64
2025 Q2	$807K	Sell	9,378 -207	-2%	-$17.2K	0.12%	68
2025 Q1	$899K	Sell	9,585 -306	-3%	-$29.9K	0.15%	63
2024 Q4	$947K	Sell	9,891 -58	-0.6%	-$6.03K	0.15%	64
2024 Q3	$1.07M	Buy	9,949 +614	+7%	+$62.5K	0.18%	55
2024 Q2	$933K	Buy	9,335 +269	+3%	+$26.3K	0.16%	58
2024 Q1	$837K	Buy	9,066 +4,261	+89%	+$379K	0.15%	66
2023 Q4	$464K	Buy	+4,805	New	+$437K	0.09%	88

Other funds holding DD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Gratus Wealth Advisors's DD Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its DuPont de Nemours (DD) stake by 2.3% in Q2 2026, selling an estimated $15.3K and leaving 4,540 shares worth $616K. The position accounts for 0.08% of the portfolio, ranked #83.

Gratus Wealth Advisors first reported a position in DD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q3 2024. 428 funds tracked by Wall St. Rank hold DD as of Q2 2026.

Gratus Wealth Advisors held 4,540 shares of DuPont de Nemours worth $616K as of Q2 2026.
Gratus Wealth Advisors sold 108 DuPont de Nemours shares in Q2 2026, an estimated $15.3K.
DuPont de Nemours made up 0.08% of Gratus Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Gratus Wealth Advisors first reported a position in DuPont de Nemours in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's DuPont de Nemours position peaked at $1.07M in Q3 2024.
428 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.